Paraplanner/ Financial Adviser

Salary Description:
£DOE
Location Description:
London
Job Role:
Pensions Technician, Other
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
Unspecified
Posted:
1st July 2018
Recruiter:
Abenefit2u
Job Ref:
14301

Our client is a specialist company providing financial and pension solutions to emigrants and expatriates from the UK.  

Having achieved the AF3 or G60 qualification you will have excellent Paraplanning experience.  You will be preparing letters and technical reports and researching products and funds to enable suitable providers to be selected for inclusion in a benefit/investment strategy. 

You should have previous experience within a Paraplanning role, with a good knowledge of current compliance requirements.  Knowledge of writing reports on IHT, Investments, and Pension Transfers will also be important in this role.

You will be highly organised with the ability to plan and prioritise workloads and be proactive and flexible in your approach to work during high volume activity or project-based tasks.

For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me: tasha@abenefit2u.com / 0208 274 2842 / 07958 958626

Abenefit2u advertise on multiple websites, some of which issue an automatic closing date one month from the date the advertisement is placed.  Please therefore ignore any closing dates on actual job sites and always contact us if you would like to apply to one of our vacancies.

You may return to your current search results by clicking here.

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings